+66.3%
WDC vs BP
+28.1%
+38.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -16.7% | -6.3% | -10.4% | -17.2% |
| 30D | -27.2% | -3.6% | -23.6% | -27.3% |
| 3M | -34.0% | +5.2% | -39.2% | -33.6% |
| 6M | -39.7% | +5.3% | -45.0% | -38.9% |
| YTD | +68.1% | +33.1% | +34.9% | +69.7% |
| 1Y | +66.3% | +26.3% | +40.0% | +64.9% |
| All | +66.3% | +28.1% | +38.2% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling